Royal Bank of Canada
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Royal Bank of Canada’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Royal Bank of Canada’s Portfolio XMVM Stock Details XMVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.96M Sell
76,201
-3,096
-4% -$206K ﹤0.01% 2423
2025
Q4 		$5.09M Buy
79,297
+5,062
+7% +$313K ﹤0.01% 2420
2025
Q3 		$4.58M Buy
74,235
+871
+1% +$51.3K ﹤0.01% 2748
2025
Q2 		$4.08M Sell
73,364
-1,883
-3% -$99.6K ﹤0.01% 2729
2025
Q1 		$3.97M Buy
75,247
+579
+0.8% +$32.1K ﹤0.01% 2440
2024
Q4 		$4.14M Sell
74,668
-5,186
-6% -$299K ﹤0.01% 2462
2024
Q3 		$4.43M Buy
79,854
+3,607
+5% +$195K ﹤0.01% 2377
2024
Q2 		$3.94M Sell
76,247
-17,131
-18% -$895K ﹤0.01% 2368
2024
Q1 		$5.07M Buy
93,378
+5,458
+6% +$275K ﹤0.01% 2168
2023
Q4 		$4.43M Sell
87,920
-28
-0% -$1.29K ﹤0.01% 2358
2023
Q3 		$4.03M Sell
87,948
-6,721
-7% -$317K ﹤0.01% 2260
2023
Q2 		$4.37M Buy
94,669
+472
+0.5% +$20.3K ﹤0.01% 2194
2023
Q1 		$4.11M Sell
94,197
-33,372
-26% -$1.53M ﹤0.01% 2230
2022
Q4 		$5.62M Buy
127,569
+18,399
+17% +$809K ﹤0.01% 2045
2022
Q3 		$4.22M Sell
109,170
-1,524
-1% -$64K ﹤0.01% 2211
2022
Q2 		$4.35M Sell
110,694
-543,401
-83% -$23.9M ﹤0.01% 2211
2022
Q1 		$31.5M Buy
654,095
+613,227
+1,501% +$29.4M 0.01% 970
2021
Q4 		$2M Sell
40,868
-50,728
-55% -$2.41M ﹤0.01% 3156
2021
Q3 		$4.09M Buy
91,596
+53,496
+140% +$2.43M ﹤0.01% 2456
2021
Q2 		$1.73M Sell
38,100
-1,554
-4% -$72.2K ﹤0.01% 3194
2021
Q1 		$1.77M Sell
39,654
-4,183
-10% -$172K ﹤0.01% 3110
2020
Q4 		$1.6M Sell
43,837
-38,731
-47% -$1.29M ﹤0.01% 3119
2020
Q3 		$2.34M Buy
82,568
+36,414
+79% +$1.04M ﹤0.01% 2561
2020
Q2 		$1.24M Sell
46,154
-38,475
-45% -$980K ﹤0.01% 2993
2020
Q1 		$1.92M Buy
84,629
+45,815
+118% +$1.42M ﹤0.01% 2507
2019
Q4 		$1.37M Sell
38,814
-26,002
-40% -$880K ﹤0.01% 3202
2019
Q3 		$2.1M Buy
64,816
+28,728
+80% +$908K ﹤0.01% 2722
2019
Q2 		$1.19M Buy
36,088
+24,647
+215% +$787K ﹤0.01% 3170
2019
Q1 		$361K Buy
11,441
+8,496
+288% +$259K ﹤0.01% 3968
2018
Q4 		$82K Sell
2,945
-2,896
-50% -$86.6K ﹤0.01% 4828
2018
Q3 		$184K Buy
5,841
+1,319
+29% +$41.8K ﹤0.01% 4521
2018
Q2 		$140K Buy
+4,522
New +$139K ﹤0.01% 4623

Other funds holding XMVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Royal Bank of Canada's XMVM Position: Q1 2026 in Review

Royal Bank of Canada reduced its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 3.9% in Q1 2026, selling an estimated $206K and leaving 76,201 shares worth $4.96M. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

Royal Bank of Canada first reported a position in XMVM in Q2 2018 and has held it in 32 quarters since. The position peaked at $31.5M in Q1 2022. 95 funds tracked by Wall St. Rank hold XMVM as of Q1 2026.

  • Royal Bank of Canada held 76,201 shares of Invesco S&P MidCap Value with Momentum ETF worth $4.96M as of Q1 2026.
  • Royal Bank of Canada sold 3,096 Invesco S&P MidCap Value with Momentum ETF shares in Q1 2026, an estimated $206K.
  • Invesco S&P MidCap Value with Momentum ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #2423 holding.
  • Royal Bank of Canada first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q2 2018 and has held it in 32 quarters since.
  • Royal Bank of Canada's Invesco S&P MidCap Value with Momentum ETF position peaked at $31.5M in Q1 2022.
  • 95 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.